Mokosak Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mokosak Advisory Group’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Buy	+2,458	New	+$207K	0.05%	38
2026 Q1	–	Sell	-2,538	Closed	-$206K	–	39
2025 Q4	$206K	Buy	2,538 +6	+0.2%	+$487	0.05%	37
2025 Q3	$203K	Buy	+2,532	New	+$193K	0.05%	37
2021 Q1	–	Sell	-7,080	Closed	-$299K	–	23
2020 Q4	$299K	Sell	7,080 -456	-6%	-$18.2K	0.14%	20
2020 Q3	$286K	Buy	7,536 +1,224	+19%	+$45.2K	0.16%	18
2020 Q2	$213K	Buy	+6,312	New	+$194K	0.13%	21
2019 Q1	–	Sell	-14,190	Closed	-$317K	–	24
2018 Q4	$317K	Buy	+14,190	New	+$344K	0.25%	20

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Mokosak Advisory Group's VUG Position: Q2 2026 in Review

Mokosak Advisory Group opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,458 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #38 among its holdings. This is a return to the name: Mokosak Advisory Group previously reported a position in VUG as recently as Q4 2025.

Mokosak Advisory Group first reported a position in VUG in Q4 2018 and has held it in 7 quarters since. The position peaked at $317K in Q4 2018. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Mokosak Advisory Group held 2,458 shares of Vanguard Morningstar Growth ETF worth $212K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Mokosak Advisory Group position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.05% of Mokosak Advisory Group's portfolio in Q2 2026, its #38 holding.
Mokosak Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 7 quarters since.
Mokosak Advisory Group's Vanguard Morningstar Growth ETF position peaked at $317K in Q4 2018.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.